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| Provider | Service type | Compensation |
|---|---|---|
FIRSTMERIT BANK1+ years Service code 10 · EIN 34-0220600 | Accounting | $47,221 |
FIRSTMERIT BANK1+ years Filed as: FIRSTMERIT BANK N.A. Service code 59 | Shareholder Servicing | $5,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,628 | $37,117-49.8% | $147,618-87.4% | $55,191-66.2% |
| Participation rate | 55.5% | 63.6%-8.1pp | 84.6%-29.1pp | 69.2%-13.7pp |
| Annual return | -1.38% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $464 | $1,620-71.4% | $5,565-91.7% | $1,899-75.6% |
| Participant deferral / active EE | $875 | $1,985-55.9% | $4,895-82.1% | $3,046-71.3% |
| Admin fee / account holder | $88 | $86+3.0% | $11,612-99.2% | $91-3.0% |